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Individual Tax and Voluntary Disclosure

David M. Daley

Private Client Tax Director
Private Client Tax

Dave has over 20 years’ tax consulting experience.  As a tax partner with Arthur Andersen Dave had overall responsibility for delivering tax and financial consulting and compliance services to clients ranging in size from start-ups to ...

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Patricia Lydon

Senior Tax Manager
Individual Tax and Voluntary Disclosure

Patricia Lydon is a registered IRS Enrolled Agent and Certified Acceptance Agent (CAA) for ITIN Services.  She started her career with US Tax & Financial Services in 1996.  Leaving the company in 1999 to gain further experience at a ...

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Sarjul Patel

Senior Tax Manager
US & UK Individual, Trusts and Estates
Enrolled Agent (EA) and Association of Taxation Technician (ATT) member with over 9 years’ experience as a dual handler (US & UK)
Email Sarj

 

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Jason Mathew

Senior Tax Manager
Individual Tax

Jason is an enrolled agent with over 8 years’ individual US and multi-jurisdictional tax experience, international assignment consulting and tax optimization across Europe, Asia and North America.

Jason provides comprehensive US tax advice and counseling to ...

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Tom Buchan

Tax Manager

Tom is an Enrolled Agent (EA) and a member of the Association of Taxation Technicians (ATT), with over eight years’ of experience as a UK tax advisor and five years as a US tax advisor.

During his career, Tom has focused on advising High Net Worth Individuals on their UK and US tax ...

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Helena Turner

Associate Director, Business Development
Individual Tax and Voluntary Disclosure
US/UK tax specialist with over 20 years diverse, practical experience in compliance and international consulting. Big 4 (Coopers & Lybrand).
Email Helena

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Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

Here to Help

Here to Help

Contact one of our specialists

London
US Tax & Financial Services Ltd
3 Harbour Exchange Square
London E14 9GE
United Kingdom

T: +44 20 7357 8220

F: +44 20 7357 8225

Email Us

Zurich
US Tax & Financial Services Sarl
Löwenstrasse 28
PO Box
CH-8021 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

Email Us

Geneva
US Tax & Financial Services Sarl
Blvd. Helvetique 36
CH 1207
Geneva
Switzerland

T: +41 22 700 2500

F: +41 22 700 2526

Email Us

Middle East, Asia and the Americas
US Tax & Financial Services GmbH
Löwenstrasse 28
PO Box 1367
CH-8021 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

Email Us

Nordics
US Tax & Financial Services Ltd / MAJATTORNEY
Norra Skeppsbron 5B
SE 803 10, GAVLE
Sweden

T: +46 26 18 82 22

M: +46 70 61 88 016

Email Us

Glossary

Glossary

 View our glossary

Tax terms can be complicated, contradictory and confusing. Use our glossary to help you understand requirements from the IRS and HMRC.

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30th anniversary

Celebrating 30 Years

 Celebrating 30 Years

We are proud to celebrate 30 years of service to those with US tax compliance and advisory needs. We’re globally interconnected in today’s changing world, and we look forward to the next 30 years.

Find Out More About US